ELIJAH EVERETT

After receiving my Master of Arts in Management at Wake Forest, I took a position at The Vanguard Group as an Investment Associate in Charlotte, NC (1yr 6mo). I currently work on the retail side of the business, which services clients with assets up to $2 million dollars. I provide investment guidance and also work as a point of contact for clients. These responsibilities allow me to work with multiple types of retirement and taxable accounts. I am also sitting for level I of the CFA this December. I am primarily interested in private wealth management as a career, however I am becoming more open to management consulting within financial services as well.